Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Pimco income instl mutual funds in their Schedule of Assets, totaling $68.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WAYNE FARMS LLC WAYNE-SANDERSON FARMS 401(K) RETIREMENT PLAN | OAKWOOD GA | 24,562 | $595.7M | $36.0M |
| 2 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $4.4M |
| 3 | DAVIS-STANDARD, LLC DAVIS-STANDARD, LLC 401(K) EMPLOYEE SAVINGS PLAN |
PAWCATUCK CT |
| 743 |
| $172.9M |
| $4.1M |
| 4 | GREAT PLAINS MANUFACTURING, INCORPORATED GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN | SALINA KS | 2,125 | $149.1M | $3.8M |
| 5 | TRACE3, LLC TRACE3 401(K) PLAN | IRVINE CA | 1,267 | $173.3M | $2.4M |
| 6 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN | ATLANTA GA | 161 | $35.3M | $2.1M |
| 7 | WOMAN'S HOSPITAL FOUNDATION WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 2,567 | $192.3M | $1.8M |
| 8 | WESTERN ILLINOIS BANCSHARES, INC. CBAI 401(K) MULTIPLE EMPLOYER PLAN ADOPTED BY WESTERN ILLINOIS BANCSHARES, INC. | MONMOUTH IL | 144 | $17.2M | $1.3M |
| 9 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $1.1M |
| 10 | U.S. RENAL CARE, INC. U.S. RENAL CARE, INC. PROFIT SHARING PLAN | PLANO TX | 7,484 | $340.2M | $1.0M |
